Charles Staples
Analyst-Equity en First Ascent Asset Management LLC .
Relaciones activas
| Nombre | Sexo | Edad | Empresas relacionadas | Colaboración |
|---|---|---|---|---|
| Josh Smith | M | - |
First Ascent Asset Management LLC
 First Ascent Asset Management LLC Investment ManagersFinance First Ascent Asset Management LLC (First Ascent) is a SEC-registered investment advisor headquartered in Denver, Colorado. The firm was founded in 2015 and was acquired by GeoWealth Management LLC’s parent company, GeoWealth LLC in 2023. First Ascent manages portfolios for the clients of independent financial advisors. In very limited circumstances, the firm will also manage portfolios for clients on a direct basis, which are mostly friends and family accounts. | 2 años |
| Patrick James Krulik | M | - |
First Ascent Asset Management LLC
First Ascent Asset Management LLC Investment ManagersFinance First Ascent Asset Management LLC (First Ascent) is a SEC-registered investment advisor headquartered in Denver, Colorado. The firm was founded in 2015 and was acquired by GeoWealth Management LLC’s parent company, GeoWealth LLC in 2023. First Ascent manages portfolios for the clients of independent financial advisors. In very limited circumstances, the firm will also manage portfolios for clients on a direct basis, which are mostly friends and family accounts. | 8 años |
| Scott Andrew MacKillop | M | - |
First Ascent Asset Management LLC
First Ascent Asset Management LLC Investment ManagersFinance First Ascent Asset Management LLC (First Ascent) is a SEC-registered investment advisor headquartered in Denver, Colorado. The firm was founded in 2015 and was acquired by GeoWealth Management LLC’s parent company, GeoWealth LLC in 2023. First Ascent manages portfolios for the clients of independent financial advisors. In very limited circumstances, the firm will also manage portfolios for clients on a direct basis, which are mostly friends and family accounts. | 9 años |
Gráfico relacional
Relaciones con varias empresas
Antiguas relaciones
| Nombre | Sexo | Edad | Empresas relacionadas | Colaboración |
|---|---|---|---|---|
| Louis Rizzuto | M | - |
University of Central Florida
| 5 años |
| Irina Gram-Contulescu | F | 36 |
University of Central Florida
| 8 años |
| Rayna Glumac | F | - |
University of Central Florida
| 7 años |
| Stefan Mancas | M | 48 |
University of Central Florida
| 3 años |
| Matt Maxa | M | - |
University of Central Florida
| 6 años |
| Jason Dunn | M | - |
University of Central Florida
| 6 años |
| David Anthony Guarino | M | - |
University of Central Florida
| 6 años |
| Michael J. O’Donnell | M | 73 |
University of Central Florida
| 9 años |
| Joel Palathinkal | M | - |
University of Central Florida
| 11 años |
| Dave baker | M | - |
University of Central Florida
| 3 años |
| AJ Denham | M | - |
University of Central Florida
| 4 años |
| Dan Brenner | M | - |
University of Central Florida
| 2 años |
| Brandon Satoren | M | 36 |
University of Central Florida
| 4 años |
| Chadwick Ruby | M | 48 |
University of Central Florida
| 4 años |
| Robbert Groenen | M | - |
University of Central Florida
| - |
| Jordan Nevo | M | - |
University of Central Florida
| 4 años |
| Steven Bain | M | - |
University of Central Florida
| 4 años |
| Santana Elizabeth | F | - |
University of Central Florida
| 4 años |
| Joshua Snyder | M | - |
University of Central Florida
| 5 años |
| Joshua Marin | M | - |
University of Central Florida
| 4 años |
| Amanda Greenberg | F | - |
University of Central Florida
| 2 años |
| Denitsa Milanova | M | 39 |
University of Central Florida
| 4 años |
| Rob Heidel | M | - |
University of Central Florida
| 2 años |
| Katelyn Brown | F | - |
University of Central Florida
| 2 años |
| Anne Provost | F | 59 |
University of Central Florida
| 2 años |
| James C. Ginn | M | - |
University of Central Florida
| 3 años |
| Matt Kantrowitz | M | - |
University of Central Florida
| 2 años |
| Preston Bishop Brown | M | - |
University of Central Florida
| 4 años |
| Debbie K. Hoffman | F | - |
University of Central Florida
| 4 años |
| Brian K. Mashburn | M | - |
University of Central Florida
| 2 años |
| Jonathan T. Pickel | M | - |
University of Central Florida
| 4 años |
| Matthew Ferratusco | M | - |
University of Central Florida
| 2 años |
| Anthony Perez | M | - |
University of Central Florida
| 4 años |
| David J. Shelton | M | - |
University of Central Florida
| 3 años |
| Brett Andrews | M | - |
University of Central Florida
| 4 años |
| Ed Alter | M | - |
University of Central Florida
| 4 años |
| Steve Curley | M | - |
University of Central Florida
| 2 años |
| John D'Angelo | M | - |
University of Central Florida
| 4 años |
| Hai Lin Zhao | F | 49 |
University of Central Florida
| 1 años |
| Jordan Lawrence Platts | M | - |
University of Central Florida
| 4 años |
| Jeffrey Harwood | M | - |
University of Central Florida
| 4 años |
| Jeff Johnson | M | - |
University of Central Florida
| 5 años |
| Paul Ohm | M | - |
University of Central Florida
| 4 años |
| Frank Matthew Garcia | M | - |
University of Central Florida
| 4 años |
| Brian Jones | M | - |
University of Central Florida
| 4 años |
| Denny Mathew | M | - |
University of Central Florida
| 2 años |
Estadísticas
| País | Relaciones | % del total |
|---|---|---|
| Estados Unidos | 49 | 100.00% |
Antigüedad de la relación
Activas
Pasados
Hombre
Mujer
Administradores
Ejecutivos
Origen de las relaciones
- Bolsa de valores
- Insiders
- Charles Staples
- Red Personal
